With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
Financial service industry experience since 2016
FINRA Series 6,7,63,66 and CRPC ® (expires Dec 11th, 2024)
University of California, Davis, Bachelor of Science, Managerial Economics
FINRA Series 7, Series 66
CA Insurance License #4359197
San Diego State University, Bachelor of Science - Business Administration
Bachelor of Arts: UCD, Dublin, Ireland
Certificate in Project Management, UC Berkeley, CA
Financial services industry experience since 1998
Bachelor of Arts, Economics – UC Berkeley
FINRA Series 6, 66
Financial services industry experience since 2019
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